See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $51,044 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,339 | $62,267+9.8% | $110,238-38.0% | $55,725+22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -4.21% | -1.07%-3.1pp | 314.74%-319.0pp | 244.93%-249.1pp |
| Employer contribution / active EE | $459 | $1,941-76.3% | $3,826-88.0% | $2,078-77.9% |
| Participant deferral / active EE | $2,748 | $3,516-21.8% | $4,672-41.2% | $3,356-18.1% |
| Admin fee / account holder | $153 | $121+26.4% | $8,547-98.2% | $115+32.7% |